Filed October 20, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,085 | $115,814-76.6% | $101,275-73.3% | $158,982-83.0% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 36.12% | 56.16%-20.0pp | 46.48%-10.4pp | 302.99%-266.9pp |
| Employer contribution / active EE | $6,036 | $4,176+44.5% | $3,660+64.9% | $4,763+26.7% |
| Participant deferral / active EE | $7,777 | $4,958+56.8% | $4,371+77.9% | $5,983+30.0% |
| Admin fee / account holder | $81 | $7,249-98.9% | $5,948-98.6% | $11,252-99.3% |